See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,463 | $62,586+266.6% | $76,768+198.9% | $64,186+257.5% |
| Participation rate | 96.6% | 72.8%+23.7pp | 77.0%+19.6pp | 69.6%+27.0pp |
| Annual return | -2.82% | -1.95%-0.9pp | 2.43%-5.2pp | 7.63%-10.5pp |
| Employer contribution / active EE | $6,528 | $1,832+256.4% | $2,485+162.7% | $2,381+174.2% |
| Participant deferral / active EE | $17,881 | $3,145+468.6% | $3,852+364.3% | $3,470+415.4% |
| Admin fee / account holder | $79,519 | $4,667+1603.9% | $6,675+1091.3% | $4,888+1526.8% |